Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.13%
3.12%
6 Months
4.45%
8.08%
1 Year
9.07%
10.16%
3 Years
17.41%
15.60%
5 Years
13.90%
—
Since Inception
12.23%
19.84%
Fund Age
25 yrs 8 mo
6 yrs 11 mo
AUM
₹1,659.64 Cr
₹3.18 Cr
Alpha – 1 Year
4.35%
7.18%
Alpha – 3 Years
5.32%
3.72%
Information Ratio – 3 Years
1.35
0.60
Volatility – 1 Year
16.92%
19.93%
Volatility – 3 Years
15.61%
18.09%
Beta – 1 Year
0.95
1.12
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
0.28
0.31
Sharpe Ratio – 3 Years
0.78
0.60
Worst Rolling Year
-11.28%
14.68%
Value at Worst Rolling Year
₹0.89 Cr
₹1.15 Cr
Deepest Drawdown
−20.82%
−19.38%
Recovery Period
521 days
493 days
1-Year Rolling Windows Positive
89.60%
100.00%
Median Rolling Year
15.37%
16.30%
5-Year Rolling Windows Positive
93.68%
—
Market-Cap Mix
L 58% · M 17% · S 24%
L 31% · M 55% · S 12%
Number of Stocks
37
29
Portfolio P/E
28.58
38.53
Top 5 Holdings
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –